Provides complex budgetary, financial, and analytical support to a client cost center group; shepherds the assigned group through the financial cycle, from project conception, mapping to Chief Financial Officer (CFO) goals, to budget development, implementation, and evaluation of actual financial outcomes/results.

• Utilizes technology to perform complex budgetary, financial, and performance analyses of Metro departments and projects

• Evaluates, reviews, and approves funds transfer and analysis

• Assists departments in the planning, development, implementation, and administration of capital and operating budgets

• Assists in annual budget target setting and evaluation, including cost/benefit analysis

• Assists departments in the development of a staffing plan

• Assists departments in the development, implementation, and monitoring of the management and performance plans

• Utilizes technology to prepare complex financial reports on the performance and Key Performance Indicators (KPIs) for assigned client cost center groups

• Monitors and reviews department′s budget performance by conducting variance analysis and reporting, and fund analysis; prepares responses, including recommendations to budget and funding requests

• Reconciles client budget requests with Chief Executive Officer (CEO) goals and objectives

• Reviews, edits, and makes recommendations on client cost center's Board reports

• Establishes and issues budget procedures and guidelines

• Conducts comparative analyses of Metro to outside agencies′ financial and operational performance

• Recommends options and methods to reduce costs and increase revenues

• Utilizes technology to develop and maintain a five-year financial forecast

• Performs special projects, such as overhead allocation benchmark studies, applications of funds, effects of certain legislation, and other complex confidential reports as assigned

• May serve as a lead to other Budget Analysts

• Contributes to ensuring that the Equal Employment Opportunity (EEO) policies and programs of Metro are carried out

  
  May be required to perform other related job duties

Knowledge of (defined as a learned body of information that is required for and applied in the performance of job tasks)

• Theories, principles, and practices of budgeting and financial administration, grants administration, and cost accounting, public administration, management, organization, personnel administration

• Generally Accepted Accounting Principles (GAAP)

• Government fund accounting

• Financial analysis methods and research procedures

• Benchmarking and best practices as they relate to financial activities

• Mathematics and business statistics

• Principles of supervision

• Relevant computer software applications

Skill in (defined as the proficient manual, verbal, or mental utilization of data, people, or things)

• Performing and explaining statistical and financial analysis

• Public finance best practice

• Organizing and conducting training of external staff in financial processes and procedures

• Analyzing situations, identifying problems, and recommending solutions

• Exercising sound judgment and creativity in making decisions

• Communicating effectively orally and in writing

• Interacting professionally with various levels of employees, senior management, and outside representatives

• Operating computers and general office equipment

Ability to (defined as a present competence to perform an observable behavior or produce an observable result)

• Compile and analyze complex financial models

• Handle highly confidential information

• Understand, interpret, and apply laws, rules, regulations, policies, procedures, contracts, budgets, and labor/management agreements

• Plan and coordinate multiple projects

• Oversee, train, mentor, and motivate assigned staff

• Travel to offsite locations

• Read, write, speak, and understand English

A combination of education and/or experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position. Additional experience, as outlined below, may be substituted for required education on a year-for-year basis. A typical combination includes:

Education

• Bachelor's Degree in Business, Finance, Public Administration, Economics, or a related field; Master′s Degree in a related field preferred

Experience

• Five years of relevant experience performing complex management, operations, financial, budgetary, or other related analytical work; some positions in this class may require specialized experience in area of assignment

Certifications/Licenses/Special Requirements

• A valid California Class C Driver License or the ability to utilize an alternative method of transportation when needed to carry out job-related essential functions 

The physical demands described are representative of those that must be met by the employee to successfully perform the essential functions of this job. Metro provides reasonable accommodation to enable individuals with disabilities to perform the essential functions.

Working Conditions

• Typical office situation

• Close exposure to computer monitors and video screen

Physical Effort Required

• Sitting at a desk or table

• Operate a telephone or other telecommunications device and communicate through the medium

• Type and use a keyboard and mouse to perform necessary computer-based functions

• Communicating through speech in the English language required